Sales Support Specialist I
Sales Support Specialist I
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Job Description
(Pay Range $21.00 $26.00/hr DOE)
Purpose of Position:
To streamline workflow in Sales Department and assist Sales Reps as needed with quotes sales and services of small group and grouprelated products. In addition position will review group applications based on carrier guidelines. Position will also follow up with Brokers and Sales Reps for pending items; Position may require mandatory overtime during months of heavy volume.
Essential Functions:
Quoting Inbox
Review quote request for required information: ER zip EE info etc. and oversee submission and accurate receipt from Shared Services.
Report quote errors to RVP (shared services).
Quoting
Assist with sales teams with quotes sales and services of group health and ancillary products.
Be proficient in all W&B systems: Orion WBQuote and Lite.
Create spreadsheets in both market segments for medical and ancillary.
Process New Hire Worksheets.
Enrollments
Assist Sales Team with scheduling enrollments ordering maintaining and coordinating all enrollment materials. Contact brokers and clients to set up enrollments. Confirm plan choices contributions addresses and phone numbers and communicate this information to the Sales Team.
Update quote to reflect plan selections and contributions.
Run employee worksheets.
Office Administration
Assist with Office reports (training hours) Concur check requests POs broker relations and outside vendors (i.e POP & Cobra).
Schedule carrier vendor and internal meetings.
Partner with RVP on Payroll timesheets and PTO.
Assist with setting up and ordering supplies preparing materials kits and quotes for the Regions seminars and broker events. Order and coordinate giveaways and food with RVP.
Order all supplies and maintain stock.
Ensure all carrier forms are up to date.
Assist sales and admin team with special projects as needed.
Assist with timesheet processing based on company payroll guidelines.
Underwriting
Answer presale underwriting questions for brokers and sales team.
Scrub new case submissions for deal killers.
Verify case submission is complete.
Review pending items for accuracy in a fast paced environment.
Work with the underwriting team to meet 24 hour turn time by prioritizing the days workflow.
Provide excellent Customer Service to internal and external customers.
Provide team underwriting updates based on cases submitted.
Help create underwriting efficiencies within the region by leveraging technology.
Renewals:
Support retention efforts including pulling renewals on behalf of ISRs/RSMs from the GA Renewal PDF Research/sharefile.
Salesforce
Update daily activities in the system.
Check client information and update as requested.
Submit tickets for service.
Account Management
Submit AM tickets on behalf of sales team/brokers.
Research client/broker service requests.
Retrieve ID cards.
Lookup Providers and medications.
Verify group enrollment.
Misc. customer service issues.
EASE:
Pull applications and other reports like: consolidated billing and census.
Miscellaneous:
Onsite or remote regular attendance and punctuality are essential functions of the job.
Performs other business tasks or functions as assigned.
Knowledge Skills & Abilities Required:
Must speak fluent English and communicate effectively.
12 years of experience with group insurance preferred.
Must have strong people skills strong phone skills and ability to prioritize.
Must be detailoriented able to work independently in a fastpaced environment with constantly changing parameters.
Must be proficient in Word and Excel.
Educational Requirements:
High School Diploma or equivalent required.
College degree preferred.
Industry designations helpful but not required.
Physical Requirements: Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
